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An Intro into Runbooks (CIPP)

An Intro into Rubooks (CIPP)

Summary

Robbie introduces runbooks in HaloPSA, demonstrating how to automate importing Microsoft 365 groups for clients using custom tables.

Highlights

  • 🎥 Robbie presents runbooks in HaloPSA.

  • ⚙️ Automating daily imports of 365 groups for clients.

  • 📊 Utilising a custom table to store group data.

  • 🔄 Iterating through clients and Azure tenants.

  • 🔧 Connecting HaloPSA with SIP for data retrieval.

  • 🗂️ Updating custom tables with group information.

  • ✔️ Successful data import showcased in the customer view.

Key Insights

  • 📈 Automation Efficiency: Runbooks streamline processes, reducing manual data entry and improving efficiency across client management tasks.

  • 🔗 Integration Capabilities: The ability to connect HaloPSA with SIP allows for seamless data exchange, enhancing overall service delivery.

  • 🗃️ Custom Table Functionality: Custom tables in HaloPSA provide flexibility in data organisation, enabling tailored solutions for varied client needs.

  • 🔄 Iterative Processes: By iterating through clients and Azure tenants, the runbook ensures comprehensive data collection, accommodating multiple scenarios.

  • 🔍 Error Handling: Implementing fault tolerance in runbooks prevents complete failures, allowing for continued processing despite isolated issues.

  • 📊 Data Visualisation: The successful display of imported data in custom tables aids in client tracking and management, enhancing operational oversight.

  • 🛠️ Scalability: This runbook approach can be adapted for larger datasets and more complex integrations as business needs evolve.

Founder & Consultant.
author Connor Fagan Founder & Consultant

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